Chapel Hill, NCCIK 18423624 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
127 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 646.5K | $32.71M | 12.6% | +22.7K | Added |
| 2 | Vanguard Tax-Managed Fds | 210.4K | $13.15M | 5.1% | +2.1K | Added |
| 3 | Ishares Tr | 286.1K | $11.87M | 4.6% | +7.3K | Added |
| 4 | Microsoft Corp |
| 20.3K |
| $9.80M |
| 3.8% |
| −123 |
| Reduced |
| 5 | J P Morgan Exchange Traded F | 186.9K | $9.52M | 3.7% | +2.2K | Added |
| 6 | Ishares Tr | 396.7K | $9.13M | 3.5% | +9.8K | Added |
| 7 | Apple Inc | 33.4K | $9.07M | 3.5% | −374 | Reduced |
| 8 | Amplify ETF Tr | 181.8K | $8.09M | 3.1% | −1.2K | Reduced |
| 9 | Ishares Tr | 47.0K | $7.89M | 3.0% | +388 | Added |
| 10 | Invesco Exchange Traded Fd T | 28.4K | $5.44M | 2.1% | +303 | Added |
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